• Analizar y recomendar productos financieros y seguros. • Coordinar con equipos de asesoría para optimizar servicios. • Captar nuevos clientes y mantener relaciones con los actuales.

• Identificación de oportunidades de negocio y captación de nuevos clientes. • Promoción y venta de productos y servicios financieros de acuerdo con las necesidades de cada cliente. • Atención personalizada a clientes y asesoramiento financiero. • Seguimiento a clientes para garantizar su satisfacción y fidelización. • Participación activa en reuniones de equipo y actualización constante sobre productos y servicios.

• Own and continuously enhance the consolidated three-statement operating model, ensuring accuracy, scalability, and alignment with business strategy. • Serve as a trusted financial advisor to the VP of Finance, CFO, and senior leadership by providing clear insights, scenario analysis, and recommendations to support strategic initiatives and capital allocation decisions. • Lead enterprise-wide forecasting and long-range planning efforts, incorporating business drivers, market dynamics, and operational assumptions. • Direct the preparation of annual budgets, rolling forecasts, and multi-year strategic plans in partnership with divisional and functional leaders. • Oversee monthly, quarterly, and annual operating reports, including executive-level dashboards, KPIs, and variance analyses with actionable insights. • Proactively identify financial risks and opportunities, recommend mitigation strategies, and track execution against approved plans. • Partner with Commercial leadership to analyze sales pipeline, client performance, pricing, and growth trends to ensure accurate and forward-looking revenue projections. • Lead program and project profitability modeling, evaluating margin performance, return on investment, and scalability across the portfolio. • Collaborate with Operations to analyze implementation and ongoing project costs, refining cost drivers and improving profitability transparency. • Lead, mentor, and develop a team of FP&A professionals, setting clear expectations, fostering accountability, and supporting career growth and succession planning. • Review and challenge analytical outputs to ensure high standards of accuracy, clarity, and business relevance. • Promote a culture of continuous improvement, learning, and collaboration within the Finance organization. • Evaluate and recommend enhancements to financial systems, models, and reporting processes to improve efficiency, automation, controls, and scalability. • Lead or support finance transformation initiatives, including system implementations, reporting standardization, and process redesign. • Partner with internal stakeholders to establish and implement best practices that enhance decision-useful financial insights. • Support the development, evaluation, and ongoing monitoring of CAPEX and large-scale project budgets, including post-investment reviews. • Lead complex ad hoc financial analyses, business cases, and executive presentations related to growth initiatives, cost optimization, and strategic investments. • Perform other duties as required to support the effective operation and strategic objectives of the Finance function.

• Direct the Company’s operating plan and forecasting cycles, providing quantitative analysis around key business drivers and macroeconomic impacts • Oversee the global FP&A calendar, ensuring seamless integration between monthly close, forecast, and reporting cycles • Partner closely with the SVP, FP&A, Corporate Controller and CFO to prepare stakeholder reporting and MD&A for senior leadership, lenders, private equity sponsors, and board members • Lead and coordinate complex ad hoc financial requests from executive leadership • Create effective performance metrics (KPIs) that can be regularly tracked to measure progress and drive accountability throughout the organization • Drive profitable growth by improving visibility, forecasting, consolidation and analysis of results and key metrics while advising senior management on insights and recommended actions • Build deep partnerships with stakeholders to drive alignment on financial processes and integrate financial discipline into the company’s operating cadence • Spearhead the evolution of FP&A methodologies and the implementation of advanced EPM tools (e.g., Adaptive) to enhance accuracy and automation • Recruit, develop, and mentor a high-performing team of finance professionals, fostering a culture of accountability and continuous learning